Where does money invested into the AI buildout actually go?

For every $100 flowing into the supply chain:
- $50 to chips
- $20 to power
- $15 to networking
- $15 to cooling, buildings, and land

More charts in State of Markets II: https://t.co/MTaxKUxa2w https://t.co/f0t2IBuBaV https://t.co/vM9ycHFuVD
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